TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+9.21%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$288M
AUM Growth
+$43.6M
(+18%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
10.48%
Top 10 Holdings %
Top 10 Hldgs %
22.74%
Holding
294
New
62
Increased
118
Reduced
73
Closed
27
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$3.17M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.67M |
| 3 |
Simplify US Equity PLUS GBTC ETF
SPBC
|
+$1.7M |
| 4 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
+$1.44M |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$1.31M |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
+$1.88M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$1.79M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$1.36M |
| 4 |
Air Products & Chemicals
APD
|
+$1.36M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.2M |
Sector Composition
| 1 | Technology | 11.12% |
| 2 | Financials | 6.55% |
| 3 | Healthcare | 5.41% |
| 4 | Consumer Discretionary | 5.14% |
| 5 | Communication Services | 3.4% |
